Banking Solutions & Sales Specialist

First Citizens Bank; Dillon (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative (FSR) to support sales and service delivery in the branch. The role focuses on opening deposit accounts, identifying lending opportunities, and expanding banking relationships through proactive outreach.

The FSR will engage customers and prospects, deliver financial guidance, and collaborate with bank partners to meet community needs while maintaining strong compliance and service standards.

Qualifications

• Bachelor's Degree and 1 year' experience OR High School Diploma or GED/Equivalent and 5 years in Sales, customer service, or lending.
• Experience in First Citizens Bank or career development program is preferred.
• Knowledge of retail banking products is beneficial.
• Ability to engage customers through proactive outreach.

Responsibilities

• Sales: Achieve individual and/or team financial, production and relationship results relative to the metrics and goals assigned.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community by attending and participating in civic and community events for CRA opportunities.
• Provide financial guidance and ensure conversations provide relevant financial guidance to drive informed decisions.

Skills

Sales outreach

Communication skills

Customer service

Adaptability

Teamwork

Influence

Agility

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank is seeking a Financial Services Representative (FSR) to support sales and service delivery in the branch. The role focuses on opening deposit accounts, identifying lending opportunities, and expanding banking relationships through proactive outreach.

The FSR will engage customers and prospects, deliver financial guidance, and collaborate with bank partners to meet community needs while maintaining strong compliance and service standards.